• Votes

    6

    Change Orders 6-4-1 Add Tax District to calculate Sales Tax

    Just like in the Takeoff 9-5 there should be a "Tax District" column to calculate for sales tax as needed.
  • Votes

    5

    edit invoice after being created from progress billing

    there used to be an option to edit the 3.2 invoice after it was generated from the 3.7 progress billing screen. We used departments when cost coding so I have to copy, ...
  • Votes

    2

    You should be able to run a labor cost with a date range, once the ...

    When you run a labor cost report for a specific job it only picks the current year, so you have to go to the archive and run payroll reports and add them together
  • Votes

    2

    Option for Default Tax Districts on PO's when using Service Workorders

    Using 11-2 Service Work orders when you choose to create a PO it automatically populates the Tax District with the customers Tax District. You should be able to choose a ...
  • Votes

    18

    Longer description on check stub

    I need a longer space for the description from the AP Invoice to print on the check stub. The field on the screen allows for more characters than the characters that show ...
  • Votes

    4

    401k Basic Safe Harbor Match

    Really need this calculation method for 401k contributions. A Basic Safe Harbor Match calculation is when the employer matches 100% of the first 3% of each employee’s ...
  • Votes

    9

    401k Calculation 3%-5%

    Really need this calculation method for 401k contributions. A Basic Safe Harbor Match calculation is when the employer matches 100% of the first 3% of each employee’s ...
  • Votes

    3

    Add a California DIR Registration Number field

    Add a California DIR Registration Number field to 4-4. California also has a DIR # for public works contractors. It's as mandatory as a license number.
  • Votes

    2

    Require a SUBCONTRACT number of an ORDER number in 4-2 if there's a ...

    Under Payable Invoices 4-2, require EITHER a Subcontract # or Order # if it's Job related. Right now, someone can add an invoice and add it to a job, but the subcontract ...
  • Votes

    2

    Under Payable Invoices 4-2, require EITHER a Subcontract # or Order # ...

    I know the system allows making either field mandatory by pressing F7, but it doesn't appear to permit an OR condition that requires either a Subcontract or Purchases ...
  • Votes

    4

    Please add a criteria/filter option to seach for just month and/or ...

    Please add a criteria/filter option to seach for just month and/or days in a date field and NOT include the year. I want to pull monthly employee birthday and ...
  • Votes

    4

    It would be nice to edit multiple employee records in a grid instead ...

    It would be nice to edit multiple employee records in a grid instead of opening each employee record. For example, if I wanted to update all "Supervisor" (custom field or ...
  • Votes

    1

    Bank Feeds - Columbia State Bank Biz Connect

    Columbia State Bank in WA is available to connect to via Bank Feeds only via their "Columbia Connect" portal which is for individual accounts, not business accounts. ...
  • Votes

    4

    Sage SSO App needs to incorporate the directions feature on work ...

    The Sage SSO App needs to incorporate the directions feature on work orders that the website has for techs.
  • Votes

    14

    Need access to more windows simultaneously

    I need access to more windows at once--I want to be able to open whatever I need to access, no matter what else is currently open. For example, when I'm entering a ...
  • Votes

    1

    Report Printing Default Search Period

    In 2-5-21, Report printing, it would be great to make the default (period) dates the past twelve months from the current date. How often do we really search for ...
  • Votes

    5

    Ability to custom color/shade the individual module windows, for ...

    It would save time and errors when entering & moving quickly back and forth.
  • Votes

    4

    4-6 Recurring Payables Needless Dialog Box

    When you attempt to post an invoice out of 4-6 Recurring Payables, if the period hasn't been advanced into the current month yet, it will ask, "The transaction date does ...
  • Votes

    2

    Please enable Alt plus arrow keys to navigate between days in 5-5-1 ...

    When in 5-2-2 Payroll Records (and in many other places in Sage), you can use the Alt key plus the arrow keys to hop between records, making it easier to look through ...
  • Votes

    2

    Attachment controls separate from user security groups

    Currently, the only way to change which users can add and remove attachments to modules is within Utilities 7-2-1, and that also affects the user's ability to delete ...